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in Annual Meeting; Global ConferenceOct 7, 2020

My trip to the top

Brown outlines how his firm, which was founded 75 years ago, evolved from a single agent with one support person to a multidisciplinary firm with two agents and 15 support people. He discusses the structure he has maintained with his staff as well as the methods he has used to maintain a 99% client persistency rate. Additionally, he shares how he developed and implemented his succession plan, which includes both family and nonfamily members.
Business processes
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